Keith was born in 1970 and spent much of his early life in Omaha, Nebraska before his family was relocated to Houston in 1986.
Keith attended Sam Houston State University and received a Bachelor of Business Administration degree majoring in Finance. Keith went on to complete the Personal Financial Planning program at the University of Houston and achieved the CERTIFIED FINANCIAL PLANNER™ designation in early 2000.
Keith has spent his entire career in the Financial Services industry. Prior to joining Tanglewood in March of 2002, he was a Financial Advisor with several large institutions and advisory firms.
As Tanglewood’s Director of Wealth Planning and member of the Wealth Advisory team, Keith’s primary responsibility is to advise clients as they navigate through life’s wealth planning issues. He firmly believes that successful long-term client relationships are built on the pillars of trust, communication and knowledge. Knowledge not only about the many planning areas and issues of today but also a deep understanding of the client’s own unique needs and situations.
Keith is also Tanglewood’s Chief Compliance Officer with responsibilities for overseeing and managing Tanglewood’s compliance program and filings with the Securities and Exchange Commission.
Keith and his wife Dawn were married in 1994 and have two children, Grace and Grant. They are very active with their church and community – actively volunteering with several ministries and their children’s high school marching band programs. As an avid car enthusiast, in his personal time, he can be found spending late nights in the garage working on his latest project.
